Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,303 | $60,504-48.3% | $81,882-61.8% | $74,478-58.0% |
| Participation rate | 28.5% | 62.9%-34.5pp | 72.4%-43.9pp | 67.2%-38.8pp |
| Annual return | 11.12% | 16.91%-5.8pp | 779.47%-768.4pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $703 | $2,627-73.2% | $2,916-75.9% | $2,626-73.2% |
| Participant deferral / active EE | $715 | $3,400-79.0% | $4,323-83.5% | $4,350-83.6% |
| Admin fee / account holder | $2,874 | $1,492+92.6% | $7,360-61.0% | $1,946+47.7% |